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10-30-07 Sm Business.Pmd BestBest PracticesPractices ForFor NonprofitsNonprofits Who Should Attend Not-for-Profit Executive Staff and Board Members October 30, 2007 Holiday Inn Syracuse/Liverpool Liverpool, New York Sponsored By Fifth Annual BOND, SCHOENECK & KING, PLLC ATTORNEYS AT LAW NEW YORK FLORIDA KANSAS Media Sponsor Agenda Concurrent Sessions 7:45 a.m.-8:15 a.m. 9:15 a.m.-10:00 a.m. 10:15 a.m.-11:05 a.m. 11:10 a.m.-Noon Registration and Concurrent Session 1 Concurrent Session 2 Concurrent Session 3 Continental Section A : Section D ; : Section G ; : Breakfast Professional Fundraising Board Development and Are You Managing Your 8:15 a.m.-9:00 a.m. for a Capital Campaign Diversity...Is it Necessary? Reputation? Keynote Address Overview of Eastern Hills Bible To examine board members roles How to manage public opinion so it Church (EHBC) Capital Project and responsibilities as diversity translates into support Kauffman Campus Why choose a professional stewards of their organizations The facts of life every organizational Enitiative -- fundraiser? To give an opportunity to explore leader must know Entrepreneurship for Helpful tips to make your personal comfort level with and Seven fundamental principles for Nonprofits fundraising effort a success knowledge of the topic of diversity building trust To examine the impact of culture How to deal with bad news Entrepreneurial Scholarship Doug Bullock on our interactions in Action and Education Eastern Hills Bible Church Peter M. Kapcio To identify strategies that a board/ Nonprofit Entrepreneurship Eric Mower and Associates, agency can use to work The Syracuse Campus- Section B ; productively and respectfully Inc. Community Legal Trends Regarding across cultural differences in a Entrepreneurship Initiative Private Foundations, Section H : non-profit setting Enitiative grants to support The Merging of Two Supporting Organizations Melanie W. Littlejohn campus-community and Endowment Funds Organizations: A Case Study partnerships National Grid Overview of recent and proposed Merger/Consolidation/Affiliation/ Bruce R. Kingma changes to IRS Form 990 Section E : Collaboration – deciding what is best Associate Provost Select rules applicable to Private A Foundation’s Perspective for your organization Necessary steps to a merger Syracuse University Foundations and Endowment on Selecting Organizations Funds Merging cultures and environments How foundations select Certain Supporting Organizations Overcoming challenges and 9:15 a.m.-10:00 a.m. organizations and grants for no longer qualify for contributions -- obstacles Concurrent funding What Private Foundations and Looking back – 2½ years after the Critical elements of successful Session 1 Donor Advised Funds must know merger of Vera House/Rape Crisis organizations and proposals Frank J. Patyi, Esq. Center 10:15 a.m.-11:05 a.m. Aligning your request to Randi Bregman and Concurrent Bond, Schoeneck & King, foundation priorities and avoiding “mission drift” Kate Flannery Session 2 PLLC Kimberly S. Scott Vera House Section C ; : 11:10 a.m.-Noon Central New York Developing Future Staff Section I ; : Concurrent Leaders Community Foundation Key Trends and Future Session 3 Organizations are only as effective as Section F ; Implications Impacting the people who lead the organization. Corporate Governance in Nonprofits It is important to strategically develop the New Age of Scrutiny Understand the impact of current employees for leadership and political and economic trends on Application of Sarbanes Oxley to management at all levels. nonprofits Non-Public Companies Learn about the concept of How nonprofits are coping with Impact on Nonprofits – Who Cares? leadership development change For more information regarding Emerging Best Practices for refund, complaint and program Hear strategies for leadership What the new philanthropist expects Governance, Financial Reporting cancellation policies, please contact development in organizations from charitable organizations & Ethics our office at 610-927-4910. Discuss topics of interest to The future of the global philanthropic bmc is registered with the National emerging leaders Walter Brasch Association of State Boards of community Accountancy (NASBA), as a sponsor Develop strategies for applying bmc (Beard Miller Roger Matloff of continuing professional education information in the workplace Company LLP) on the National Registry of CPE Merrill Lynch Gwen Webber-McLeod Qualifies for 1 CPE credit in Sponsors. State Boards of Accountancy have final authority on Inspiring People to New Auditing the acceptance of individual courses Levels of Leadership Prerequisites: None for CPE credit. Complaints regarding Program Level: Overview registered sponsors may be Advance Preparation: None addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, ; Of more interest to larger organizations TN, 37219-2417. Web site: : Of more interest to smaller organizations www.nasba.org Sponsors Fifth Annual Not-for-Profit Counsel Bond, Schoeneck & King attorneys provide a wide range of legal services and counseling to our not-for- profit clients, which includes business law, organizational matters, compliance issues, public finance and lending, employee benefits, labor and employment, employment law litigation, mergers and acquisitions, property and construction, estate and trust matters, civil litigation, and administrative, legislative and regulatory matters. We act as special counsel for projects requiring special expertise and resources, or as general counsel. The Central New York Community Foundation, through the effective use of its endowment, enhances the quality of life for those who live and work within the community by: • Encouraging the growth of a permanent charitable endowment to meet the community’s changing opportunities and needs; Best Practices for Nonprofits • Providing vehicles for donors with diverse philanthropic interests which make giving easy, personally satisfying and effective; • Serving as a catalyst, neutral convener and facilitator by stimulating and promoting collaborations among various organizations to accomplish common objectives; • Carrying out a strategic grantmaking program that is flexible, visionary and inclusive. bmc (Beard Miller Company LLP) is a leading regional certified public accounting and consulting firm with over 500 employees serving small business and middle market clients throughout the Mid Atlantic region. The 75-partner firm has fourteen offices located in New York, Maryland, Pennsylvania, and New Jersey. The firm is ranked among the Top 40 firms in the USA (Accounting Today, March 2007) and is an independent member of the BDO Seidman Alliance. bmc serves more than 300 not-for-profit organizations, so we have the know-how to help our clients achieve their missions and maintain transparent financial accountability to their donors, members, clients, fund sources and other constituencies. Our clients include private foundations, educational organizations, health and human service organizations, the arts & music, trade and professional associations, Authorities (operating and financing), continuing care retirement communities, colleges and universities and environmental organizations. Whether you need assistance with Office of Management and Budget (OMB) Circular A-133 audits, exempt tax return filings, strategic planning, human resources consulting and management training, accounting system selection and management, internal reports, budgeting, cash flow management and financing, or accounting policies and procedures manuals, you can contact bmc at 1-800-267-9405 or visit our website at www.bmcvision.com for more information. United Way of Central New York is a non-profit serving Onondaga County that strives to help the community reach its full caring potential. The organization helps donors make effective charitable investments of money, volunteer time, and in-kind gifts to make lasting improvements in individual lives and the local community. Media Sponsor Directions Holiday Inn Syracuse/Liverpool, 411 Electronics Parkway, Liverpool, NY 13088 315-457-1122 Traveling East or West: NY Thruway (I-90) Exit 37. The Holiday Inn is directly across from the toll booth. Traveling North or South: Interstate 81 Exit 25. Turn right onto 7th North Street and follow one mile to the end. Fifth Annual Best Practices For Nonprofits October 30, 2007 Syracuse, New York Registration Fees: $65 – BS&K/bmc Clients $80 – General Public Please indicate which of the Concurrent Sessions you will attend: Session 1: A B C Session 2: D E F Session 3: G H I RSVP Deadline: October 26, 2007 Register through our web site at www.bsk.com, Events Schedule, or using the form below. Name:____________________________________________________Title:___________________________________________________ Organization:________________________________________________________________________________________________ Address:___________________________________________________________________________________________________ City:____________________________________ State:____________________________ Zip:______________________________ E-Mail:_______________________________Telephone:______________________________Fax:___________________________ The following people will also attend: Name:____________________________________Title:______________________________ E-Mail:_________________________ Name:____________________________________Title:______________________________
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